With over 35 years of experience in the asset & risk management consulting space, Morneau Shepell’s investment consulting practice serves clients including pension plans, family offices, endowment funds and foundations. We see a wide variety of needs and priorities amongst our clients;  this diversity broadens our consultants’ perspectives and allows us to offer forward-looking solutions based on our firm’s collective experience.

 

Our consulting practice has specific expertise in providing advice to clients on a full range of asset management issues including investment strategy review, stochastic asset-liability modeling, investment policy review, performance measurement, investment manager searches, manager reviews, cash management, governance, and investment education. We provide the full complement of investment services or a combination of multiple services to many of our clients.

 

In 2011 Morneau Shepell created a wholly owned subsidiary for our investment consulting practice -- Morneau Shepell Asset and Risk Management Ltd. (MS ARM Ltd.). This separate entity offers very unique funds in the Canadian institutional investment landscape; rather than further crowding a busy field of traditional investment products MS ARM Ltd. focuses exclusively on designing outcome oriented solutions which offer creative solutions for implementing our consulting advice.